What are the responsibilities and job description for the Lead Advisor position at Modern Wealth Management?
The primary responsibility of a Lead Advisor is client retention, reviewing / presenting client financial plans and investment recommendations with existing clients without supervision.
Primary Duties :
- Conducts all on-going client meetings once prospect transitions to a client.
- Solves complicated financial planning, estate, tax, and retirement issues.
- Monitor lead flow, contact, and follow up.
- Serves on investment management committee or helps determine firm investment strategies for clients.
- Works with Senior Advisor to manage and leverage work needing to be completed for top 20% of clients.
- Participates and coordinates marketing efforts for the Senior Advisors.
- Manages all Relationship Managers under their supervision.
- Facilities all onboarding work for new clients.
- Coach and mentor Relationship Manager.
- Assist Marketing with content and content creation.
- Monitor Opportunities within each client’s portfolio.
- Monitor sales flow and process and be able to provide innovative ideas to increase efficiency and effectiveness.
- Assist Relationship Manager with managing Bookings calendars for the entire team.
Requirements :
Key Benefits
